Introduction to NVivo 12

– Part I Education Commons Workshop

OISE/University of

Toronto, Room 3-320

Instructor: Olesya Falenchuk Research Systems Analyst Research Design and Analysis Services 3-223, Education Commons, OISE/UT (416)978-1956 olesya.falenchuk@utoronto.ca

Location of data files: webspace.oise.utoronto.ca/~falenchu/

For official receipts, please, email oise.researchworkshops@utoronto.ca

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Description of the workshop

NVivo 12 is a software package for analysis of qualitative data, such as transcripts of in-depth interviews, focus

groups and field notes, data from electronic web surveys, audio, video, and social media data. The purpose of this

workshop is to introduce participants to the NVivo 12 Suite, discuss the key differences between different

versions of this software, as well as to provide participants with an opportunity to acquire some hands-on

experience. Specifically, the participants will learn how to prepare their text, survey, and media data for analyses

with NVivo 12, import and organize their data in NVivo, add research notes while analyzing the data, and code

qualitative data in a variety of different ways. This workshop is appropriate for beginner researchers with no

previous knowledge of NVivo as well as those who would like to expand their knowledge and skills with this

software.

Components of Qualitative Data Analysis 1 :

• Data reduction – selecting, focusing, simplifying, abstracting, and transforming the

data that appear in written-up field notes or transcriptions, further reduction through

writing summaries, coding, teasing out themes, making clusters, making partitions,

writing memos

• Data displays – matrices, graphs, charts, and networks, and other forms that allow to

assemble organized information into an immediately accessible, compact form so

that the analyst can see what is happening and either draw justified conclusions or

move on to the next step of analysis

• Conclusion drawing/verification – noting regularities, patterns, explanations,

possible configurations, causal flows, and propositions.

Features of NVivo environment:

• Helps to handle a research project with up to 10,000 documents

• Works with textual data in any language

• Allows to conduct collaborative research when multiple researchers work with the same documents

• Offers flexible customizable environment and security features

• Work with wide range of data formats (documents, PDFs, spreadsheets, images, audio, and video)

• Easily interchange data with applications like Microsoft Excel, Word, IBM SPSS Statistics and EndNote

• Work simultaneously with other researchers on the same project using NVivo Server

• Capture and work with web pages and online PDFs

• Import Facebook posts, LinkedIn discussions and tweets from Twitter

• Automatically code social media data; quickly and easily visualize the results

• Work with content like memos, photos and web clips from Evernote

• Works with spreadsheets and database tables

• Numerous visualization tools like word trees, tree maps, connection maps and cluster analysis

• Ability to import literature reviews and generate bibliographies by sharing data with tools like EndNote,

Zotero and RefWorks

• NVivo allows you to open and work with projects from previous versions of QSR software: NVivo 8,

NVivo 7, NVivo 2, NVivo 1, N6 (NUD*IST 6), N5 (NUD*IST 5) and N4 (NUD*IST 4)

• NVivo allows you to open and work with projects from other qualitative data analysis packages

(MAXQDA and Atlas.ti)

What you can do with NVivo:

1 Miles, M. B. & Huberman, A. M. (1994). An expanded sourcebook : Qualitative data analysis. Thousand Oaks, CA: Sage.

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• Manage your entire project in one place—gather your data, project documentation, and analytical notes in

one secure project file

• Work with your colleagues on the same project at the same time on NVivo Server

• Import and analyze data in a variety of formats

• Manage your bibliography by importing data from EndNote, Zotero and RefWorks. You can also build a

bibliography in NVivo and export it to these programs

• Code your data efficiently

• Organize your themes (codes)

• Discover relationships between themes and characteristics of people and places

• Use a variety of text analysis tools to find meaning in unstructured data

• Run queries to explore trends and relationships between your themes

• Visualize your findings with a variety of tools

• Export your data and use them it in other applications like MS Word and Excel, SPSS and EndNote

• Share your findings by running customized reports or by saving your nodes and data files as HTML pages

Versions of NVivo 12 software

There are two different versions of NVivo 12 for Windows software (NVivo Pro and NVivo Plus). In addition,

there is a separate version of NVivo for Mac software. Each version of NVivo software features a different level

of functionality to support a range of projects and research needs. Below is a comparison of the features across the

three versions of NVivo software (adopted from QSR International website

http://www.qsrinternational.com/nvivo/nvivo-products/nvivo-product-suite-overview).

Compare the NVivo Suite NVivo for Mac

NVivo 12 for Windows

NVivo Pro NVivo Plus

Data Files

Text Documents

Collect and import text documents in TXT, RTF, DOC, DOCX and PDF

formats; Supports Editable Text.

Images

Collect and import images such as photos and scanned documents in

BMP, GIF, JPG, TIF and PNG formats; Use the picture log to make notes

and comments.

Audio and Video

Collect and import audio and video recordings in MP3, WMA, WAV,

M4A, MPG, MPE, WMV, AVI, MOV, QT, MP4, 3GP, MTS and M2TS

formats; work with editable synchronized transcripts and view waveform visualizations.

MP3, WAV, M4A, MP4, AVI, MOV; Editable Synchronized

Transcripts; Waveform

Visualization

Datasets

Collect data in spreadsheets and surveys and import in TXT, XLS, XLSX and ODBC formats; Display data in Form or Table Views.

XLS, XLSX; Display as Table

View

Webpages

Use NCapture to capture web pages as they appear within a browser and

import as a PDF.

Social Media

Import comments from Twitter, Facebook and YouTube. Import videos

from YouTube to view and explore.

Twitter, Facebook

Emails

Import emails from Microsoft Outlook and automatically create cases and

relationships between recipients and senders.

Data Interoperability

Qualitative Analysis Software

Convert and work with projects created in software by QSR, Atlas.ti,

MaxQDA and Framework.

Use NVivo for Windows to

convert projects to NVivo for

Mac format.

Reference Management Software

Import bibliographical data, notes and article attachments from reference

management software: EndNote, Mendeley, RefWorks, Zotero.

Statistical Analysis Software

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Compare the NVivo Suite NVivo for Mac

NVivo 12 for Windows

NVivo Pro NVivo Plus

Import and export delimited text files and spreadsheets to and from

applications like Microsoft Excel, Microsoft Access and IBM SPSS Stats.

Note-taking Software

Export notes directly from Evernote and OneNote and bring them into NVivo with the same structure set up in your note-take software. Collect

notes on-the-go using Evernote on devices like tablets and phones, and

then easily import data directly into NVivo via API.

OneNote Online

Online Survey Software

Import survey responses and demographic data directly from

SurveyMonkey and Qualtrics. Supports SurveyMonkey API and Generic Survey Formats.

Generic Survey Formats

Generic Formats

Collect, import and export data from web browsers, Microsoft Office,

Microsoft Excel and text files in HTML, XML, XLS, XLSX and TXT formats.

TXT, CSV

Transcription

Order transcripts from TranscribeMe and find them automatically synced

to your media file in your NVivo project.

Social Media

Collect data from people, organizations and groups published on Twitter,

Facebook or Youtube.

Twitter, Facebook

Social Network Analysis

Build and analyze links between people or other entities. Visualize the

connections between a population and derive further insight through network metrics. Supports PAJEK.

Data Management

Organization

Create a paperless filing system allowing you to easily search, sort and access project items using Folders, Search Folders and Sets.

Folders, Sets

Transcription

Import an existing transcript, or create one within NVivo, and link to its corresponding audio or video file.

Reliability

Store your project data and material in a single file, making your project

completely portable.

Security

Enhance security by protecting access to projects with User Profiles, User

Passwords, User Permissions and Encoded Storage.

User Profiles, User Passwords,

Encoded Storage

Scalability

Work with larger amounts of data in a single project (up to 10GB) or

remove limits with NVivo for Teams.

512GB Project Files

Traceability

Keep track of what team members are doing by recording changes to a

project with an audit log of user actions.

Recoverability

Explore your data with confidence knowing you can retrace your steps with multi-level undo and automatic back up and recovery of your data.

Includes multiple levels of Undo, Project Repair, Project Restore,

Automatic Backup (with NVivo for Teams).

Multiple levels of Undo for

selected features

Data Analysis

Coding

Categorize and classify data by theme or topic and analyze how items are connected using In-Vivo Coding, Thematic Hierarchical Coding and

Relationship Coding. Enhanced for Mac.

In-Vivo Coding, Thematic

Hierarchical Coding

Case Coding

Gather references to People, Places, Organizations and other entities and categorize and classify data to analyze the who, what and where

questions.

Auto Coding by Structure

Automatically categorize structured information like interview responses

contained in datasets or documents formatted with paragraph styles.

Automatic Coding of Datasets

Auto Coding by Speaker Name

Automatically categorize interview and focus group responses contained in documents.

Pattern-Based Auto Coding

Automatically categorize and classify data based on existing coding patterns.

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Compare the NVivo Suite NVivo for Mac

NVivo 12 for Windows

NVivo Pro NVivo Plus

Classifications

Assign Attributes like demographic data to Cases, or bibliographic data

to Files. Assign colours to Project Items and see them throughout your project in Charts, Models and other visual tools.

Annotations

Create editable notes to comment on selected content.

Annotations for Documents and

PDFs

Memos

Record and store your insights, observations and interpretations and link

them to the material you are analyzing using Memos for Project, Files

and Nodes.

Links

Apply 'see-also' links to note a comparison or to lay a trail of evidence.

Use Hyperlinks to link to web pages and files outside of your project.

Hyperlinks

Framework Matrices

Use Framework Analysis to condense large volumes of data into a table

summarizing the topics in your content.

Social Network Analysis

View Case Relationships and Social Media Interactions to explore social networks and answer questions about individuals' roles within a network,

or study the network as a whole.

Automated Insights

Use Automated Analysis of Themes and Sentiment to automatically

discover emerging themes and sentiment within your data in a matter of

minutes.

Data Exploration

Text Search Query

Query Words (and Stemmed Words), Phrases, or Concepts with AND,

OR, NEAR operators to find an exact word match or words that are similar in meaning.

Querying Words or Phrases with

AND, OR, NEAR operators

Coding Query

Explore and ask questions about your coding to find overlaps and intersections using AND, OR and NEAR operators.

Querying Coding with AND, OR

operators

Word Frequency Query

See a list of the words that appear most often within your materials by

querying frequently occurring words or concepts.

Querying Frequently Occurring

Words

Matrix Coding Query

Compare coded material across nodes, sets or attribute values by

querying to Cross Tabulate Coding and/or Attributes.

Crosstab Query

Compare Codes vs Attribute Values and Codes vs Cases.

Find

Locate project items by Criteria, Find by Name, Find in Content and group Find results.

Find in Content

Reports

Use pre-defined reports or create your own using a Wizard. Save reports

and share with others.

Data Visualization

Coding Stripes

Use colored stripes to view and compare coding or demographic information in your data. View and print Coding Stripes for Nodes,

Attributes and Users.

Display Coding Stripes for

Nodes. Print nodes and documents including coding

stripes.

Charts

Create and explore Charts including Column, Pie and Bar charts. Range

of Customizable Charts for Project Items and their Associations.

Word Clouds

A customizable visual representation of Word Frequency Queries that displays the most frequently appearing words in selected materials or

nodes.

Cluster Analysis

Use a range of Cluster Analysis Diagrams such as Dendrograms, Circle Graphs and Cluster Maps to visualize similarities and differences in Files

and Nodes.

Word Trees

See the most frequently appearing words in selected materials and nodes,

and explore the context surrounding the words.

Hierarchical Charts

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Compare the NVivo Suite NVivo for Mac

NVivo 12 for Windows

NVivo Pro NVivo Plus

Visualize hierarchical patterns and prominent themes in your data with

treemap and sunburst charts.

Geovisualization

Map where your social media contributers are located, based on information provided in their user profiles.

Explore Diagrams

Visually explore project data through a dynamic diagram that shows connections between a central project item and its related project content.

Step through the project items to reveal further connections.

Comparison Diagrams

Visually compare two Files, Nodes or Cases to see what they have in common and where they differ.

Project Map

Explore and visually analyze the connections in your Project Items.

Concept Map

Freeform diagramming tool to represent concepts, ideas, and theories

relating to your research project. Map out ideas, findings or theories and

present them for sharing with others.

Mind Map

Brainstorm your ideas and visualize your thoughts. Quickly develop a

project structure at the beginning of your project.

Egocentric Sociograms

Visualize how a particular central Case is connected to other Cases, and

how those Cases are connected to each other.

Network Sociogram

Visualize the connections, or lack of connections, between a group of

Cases.

Social Media Sociograms

Visualize Twitter datasets to see the network of Twitter users, and how

they are connected by retweets and mentions.

Language Support

Spelling Dictionary

Check spelling as you edit new and existing files in NVivo in Simplified

Chinese, English (US, UK), French, German, Japanese, Portuguese

(Brazil) and Spanish (Mexico).

Data Language

Work with data in virtually any language including character based

languages such as Japanese and Mandarin

Query Dictonary Language

Run Text Search and Word Frequency Queries in 7 languages: Chinese,

English (US, UK), French, German, Japanese, Portuguese and Spanish.

User Interface Language

Work with a user interface in English, French, German, Japanese, Portuguese (Brazil), Simplified Chinese and Spanish (Mexico).

Codebook

A report of your coding structure, including descriptions, to show team members and align coding practices. Export in Word and Excel format.

Teamwork Support

Merge Projects

Merge separate projects in to one project file.

Multi-User Projects

Allow team members to work in the same project at the same time and

view each others changes immediately with NVivo for Teams.

Coding Comparison

View coding of different users and compare to discover the degree of

agreement for coding between users.

User Assistance

Getting Started Guide

Get up and running fast with an introductory guide to learning

fundamental tasks.

Online Help

Online Help that provides step-by-step instructions for working with

every feature of NVivo.

Online Tutorials

Step-by-step animated online video tutorials that demonstrate how to use NVivo.

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Compare the NVivo Suite NVivo for Mac

NVivo 12 for Windows

NVivo Pro NVivo Plus

Sample Project

Provides a 'real-life' sample project that can be used as an example to

explore how to organize data, and experiment with queries, visualizations and other analysis tools.

System Administrator Help

In-depth technical resources for System Administrators.

Community Resources

Learn and communicate with peers and our Customer Support team in

online social communities: User Forum, Facebook, LinkedIn User Group,

Twitter, YouTube, Blog.

Update Notifications

Receive automatic notifications when new updates are available to

download and install.

Approaching a Research Project

Prepare Your Data

If you have structured documents – such as interviews where participants are all asked the same set of

questions – format them using consistent paragraph styles to support auto coding. You can do the formatting

in Microsoft Word before you import, or in NVivo after import.

When working with audio, video or picture data, consider any editing requirements before import. For

example, if you have hours of video footage, you may want to edit it down to a manageable size – you cannot

do this editing in NVivo. If you have many large videos, you can choose to store them outside the project so

that software performance is not compromised.

Think about whether you will require transcripts for your audio and video files. They can be imported in .doc,

.rtf, or .txt format or you can transcribe the media directly in NVivo. You can code directly in an audio/video

or you can code the transcript.

Prepare for Teamwork

If you are working in a team, consider possible approaches. Team members can work on different data files or

bring unique perspectives to the same data files – either way, you can easily merge the contributions made by

all collaborators.

Each team member can work in their own project file or you can share a single project with other colleagues.

Note that a project file can only be accessed by one person at a time.

Where coding consistency is important, agree on a node structure early and have regular discussions about

how the structure is evolving. Create this structure in a ‘master’ project and import in into the separate project

files. Use the Coding Comparison Query to regularly check for consistency between coders.

Give each team member a unique user profile – they are prompted to enter this when they first launch NVivo.

This way you can track the updates and coding done by members of your team.

Gather Your Early Ideas

Make a project journal in NVivo. Use it to record your early goals, assumptions, theories and challenges.

Keep track of your project as it evolves.

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Use your NVivo project as a central place to store all preliminary materials such as client briefs, literature

notes, grant applications, participant release forms and ethics protocols.

Create a model in NVivo to capture and visualize your theories or to aid your research design. If you have a

research design, set up the data files, cases, and nodes to support it.

Description of Practice Project

For our practice we are going to use a hypothetical project (supplied with Nvivo 8). The goal of this project is

to gain a better understanding of the impact of demographic change (particularly to the aging of the Baby

Boomers) on why people volunteer, how they view volunteer opportunities, and how nonprofit agencies and

other entities can better recruit and retain volunteers. For this project, the researchers conducted three

interviews – with Anna (25 years old student), Bernadette (65 years old, retired) and Fredric (37 years old,

working full time). The interviews were structured and each interviewee was asked the same questions in the

same sequence:

Q.1 Current use of time

In an “ordinary” week, how do you currently spend your time?

(What takes most time, how much time spent on work, family, leisure etc…?)

Q.1a Feelings about current time use?

(How do you feel about your time use now? Does it fit with your goals? Are there other things you’d like to fit

in?)

Q.2 Time use ten years on

Please think ahead, to your life ten years from now. How does your use of time look then?

(What will your goals be then? Will you be employed? What will you do when you are not working…?)

Q.2a Feelings about future time use?

Does it fit with your goals? Do you expect to have enough time to do what you want to do?

Q.3 Volunteer work means?

“Volunteer work”: what does that phrase mean to you?

Q.4 Volunteering experience

Have you done any volunteer work?

What did you do, and when?

How was the experience?

Would you do more in future?

Q.5 What sorts of people volunteer?

Q.5a Typical volunteer worker?

Can you describe a typical volunteer?

Q.6 Rewards for volunteer work

What do you think motivates volunteers? (What do they get out of it?)

Q.6a Incentives for volunteering?

What incentives should be offered for volunteering?

If you were volunteering your time, how would you like to be thanked?

Do you think volunteers should be paid for their costs?

Q.7 Images of volunteers

Interviewer: show Images of Volunteers card.

Q.7a Conservation in Sri Lanka

Your thoughts about Louise and her volunteer work?

Q.7b Housing in Honduras

Your thoughts about Ross and the work he is doing?

Q.7c Food program in Melbourne

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Your thoughts about Katie and her volunteer work?

Q.8 About yourself

Please fill in the following details:

Your gender?

Your age?

Your current job?

Do you expect to be employed in 10 years’ time?

Your highest level of education?

Have you ever done volunteer work?

Do you currently do any volunteer work?

If you have done volunteering, what sort of organization have you volunteered for?

What sort of an organization would you most like to volunteer for?

Another participant, Peter, was asked only question 7(a, b, and c). For question 7, all interviewees were

presented with images of volunteers and were asked to reflect on them:

This is Louise…

Louise is in Sri Lanka in a series of conservation projects.

Your thoughts about Louise and her volunteer work?

This is Ross…

Ross is one of a team building housing in Western

Highlands of Honduras.

Your thoughts about Ross and the work he is doing?

… this is Katie.

Her picture comes from a story in Melbourne.

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Your thoughts about Katie and her volunteer work?

In addition, questions 3 to 6a were organized in an online survey and 6 people responded to them.

Also, as part of this study a focus group with 6 non-volunteer participants was conducted. The focus group

discussion was guided by the following questions:

Defining volunteer work

To start, I have some questions about volunteer work. What does that phrase mean to you?

Reasons for not volunteering?

Why haven’t you volunteered in the past? [Potential probes: Opportunity? Bad experiences

other people have had? Time? Not interested -why?]

Rewards for volunteer work

What incentives should organizations offer to people who volunteer or do service for them?

If you were volunteering your time, how would you like to be thanked?

[Is saying thank you enough? Is knowing you've made a difference enough?]

What would consider?

What kinds of volunteer work would you consider doing? What types of volunteering might

interest you?

What would motivate?

What would be a motivator for you to engage in volunteer work? What could agencies do

to make it more appealing to you?

[Facilitators: Get participants to think of some experience recently when you helped someone

out - a family member or friend? How was this different from doing volunteer work?]

And, finally, two focus groups with volunteers were conducted. The purpose of these focus groups was to

define volunteering and learn about participants’ experiences.

Project Data:

1. Interview transcripts for Anna, Bernadette and Fredric (Anna.doc, Bernadette.doc and Fredric.doc)

2. Project documentation (Discussion Guide - Non-Volunteers Focus Group.docx, Images of volunteers.doc,

Interview Questions.docx, Consent form.docx, Images of volunteers.doc)

Today’s Goals:

• Launch NVivo and create a project

• Navigate around a project

• Save and make a project backup • Import text data

• Create new files

• Organize data files into folders

• Create thematic nodes

• Manual coding of data

• Auto coding of structured content

• Review the content of

nodes and make further

decisions about it

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• Create annotations

• Create memos

• Create linked memos

• Move, sort and merge

nodes

• Export a node

NVivo Project Environment

How to:

• Launch NVivo and create a project

• Navigate around a project

• Save and make a project backup

Launch NVivo and create a project

When you open NVivo the Welcome screen is displayed. You can open an existing project or create a new one. If

you want to continue working on your project, select it from the list of Recent Projects and click Open Project.

If you want to start a new project, click the Blank Project button on the Welcome screen, enter the name of your

project and click OK.

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Task 1.

• Launch NVivo.

• In Welcome window, click on the Blank Project button.

• In the dialog window, under Title type Volunteering project. • Click on the Browse button. In the dialog window choose the destination where your NVivo project

file should be saved. Click OK. • Check Write user actions to project event log option. • Click OK.

Navigate around a project

Once the project is open, you will see the main NVivo window. The main NVivo window looks somewhat similar

to Microsoft Outlook window (those who use Outlook will notice it). It is divided into three parts: Navigation

View, List View, and Detail View. The Navigation View lists all the toolboxes available in NVivo and folders

within each toolbox. The List View allows seeing the content of the folders. In Detail View, you can see the

content of an open item.

Main NVivo window

On the top of the main NVivo window you can see a ribbon. The concept of the ribbon should be familiar to you if

you use MS Office 2007 (or a later version). The ribbon is designed to help you locate commands.

Tabs on the ribbon play a role of menus. Commands in the tabs are organized into logical groups. Each tab relates

to a type of activity, such as creating new project items or analyzing your source materials. The Home, Import,

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Create, Explore, and Share tabs are always visible. The other tabs are 'contextual'—they are shown only when

needed. For example, the Document tab is shown only when a document content is visible.

The Navigation View provides access to all your project items. Items are organized under group buttons—for

example, Data, Codes, Cases, and Notes. When you click on a folder in Navigation View, its contents are

displayed in List View.

Work Process in NVivo

The work flow of the typical qualitative research process is outlined in a diagram below. This diagram contains

the main tools NVivo offers for research analysts. The description of each element of this diagram follows in the

next section of the handout.

NVivo Tools in the Navigation View

Toolbox Description

Data Data are your research or project materials (video recordings, transcripts, observation

notes, memos capturing your thoughts and ideas, etc.). Data are categorized into two

types:

• Files: primary source materials such as interview transcripts, audio files, video

footage, photographs, or whatever other data are relevant to your project.

• Externals: ‘proxy’ sources representing material that you cannot import into

NVivo (newspaper articles, books, web pages and so on). In an external, you

can record notes or summaries relating to the material. If the external represents

a file on your computer, you can link to and open the file.

Codes Code can be thought of as a container for references related to a particular theme or

concept. NVivo provides the following types of nodes:

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Toolbox Description

• Nodes: in this folder you can store thematic nodes either as a straight list, nodes

that are catalogued in a hierarchical structure, or use a combination of both

• Relationships: nodes that describe the connection between two project items.

For example, the relationship between two cases (Monique and Jen work

together) or between two nodes (Poverty impacts Health).

Cases Cases: items used to gather material about people or sites that have attributes such as

gender or age.

• Case classifications: definitions for categories of cases, such as teachers,

parents, and children.

• Attributes: characteristics of the cases, such as gender, age, education, etc.

Notes Memos: records of your thoughts and observations. If a memo is related to a particular

project item you can create a ‘memo link’ to link the two together.

Memo links: use them to attach a memo to the file or node that is related to it.

Annotations: like scribbled notes in a margin, annotations enable you to comment on

selected content.

See also links: use them to place pointers between the content of data files, nodes,

models or sets.

Search Queries: enable you to question your data, find patterns and pursue ideas. You can save

queries, re-run them through new data and track the evolution of results.

Query results: store the results of queries

Sets: provide a flexible way of grouping project items of different types. For example,

you might create a set for the photographs and videos taken in a particular setting. You

can customize the order of the items in a set to make a ‘virtual’ album or photo gallery.

Search folders: store search results

Maps Maps can illustrate initial ideas about your project or identity emerging patterns and

connections. Make a ‘static’ map to represent your project at a specific point of time.

Make a ‘dynamic’ map to represent your project in real time.

To use NVivo functions and tools you can use the ribbon or right-click mouse menus. Some functions also can be

invoked by using hot key combinations (like Ctrl+C for copying, and Ctrl+V for pasting). Use the option that suits

your working style.

Save and make a project backup

If you make a mistake while working in NVivo, you can undo your most recent actions. Note: there is no redo

action in NVivo.

You can save your project at any time by hitting Ctrl+S, or by choosing the Save icon in the top left corner of the

screen or by selecting the File > Save ribbon option. When you save your project, anything in the undo buffer is

removed.

NVivo will display a Save Reminder for you every 15 min (default setting). You can choose to save your project

at this time by clicking Yes. Also, you can change the settings for the Save Reminder by clicking on File >

Options ribbon menu, and then selecting the Notifications tab and changing the settings.

An NVivo project is stored as a single file, so backing up your project is similar to backing up any important file

which is stored on your computer. You need to make a copy to another location (USB memory device, Dropbox,

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Google Drive, etc.). To make a copy of your NVivo project, save the project first, then select the File ribbon tab

and choose Copy Project, select location and a name for the copy of your project, and click OK. If you add the

current date to the name of the copied project, it will be easy to identify if you need to revert to a backup project.

With the ability to include very large media files, an NVivo project can get very large very quickly. To compress

the size of the project file, use a compression utility such as WinZip. Note: data not embedded in your NVivo

project, or linked to via externals will not be backed up as part of this process. You need to back these files up

separately.

Creating a New NVivo Project

How to:

• Create a new standalone project

• Open existing NVivo project

Create a new standalone project

To create a new NVivo project in the main NVivo window, follow these steps:

1. Click the File tab, and then click New. The New Project dialog box opens.

2. Enter a name for this project in the Title box. Optionally, you can enter a description for this project in

the Description box.

3. Click the Browse button on the File name box.

4. In the Save as type list, make sure NVivo Projects (*.nvp) is selected. Optionally, you can change the

default file name and location.

5. Click Save and OK.

After this you can start working on your new project.

Open existing NVivo project

To continue working on an existing project, you can open a standalone project saved on your computer or a

network drive, or you can open an NVivo Server project. You can open a standalone NVivo project by simply

double-clicking on its name in the file directory on your computer or through the File tab in NVivo.

Organizing Your Data in NVivo Project

How to:

• Import data

• Create new data files

• Create folders Import data

Data are your files or the research materials that you want to analyze. Your data can include electronic text

documents, images, audio, video, survey, social media discussions and entries, etc. You can choose to import a

single file of a particular type or multiple data files at the same time (except for survey data).

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NVivo contains three default folders for your Data: Files, File Classifications, and Externals. These folders

contain different types of data and help you to keep track of your research materials:

Files: your 'primary' research materials that you import or create.

File classifications: allow you to capture general information about your files - for example, interview date and

location. If you conduct a literature review, you can import the literature references into NVivo - the

bibliographical data is stored using 'file classifications'.

Externals: folder for the 'proxies' that represent materials that you cannot import such as books, websites or

PowerPoint presentations - you can create an external (a text based file) and summarize the content of the item.

You can create your own folders under each of these default folders. For example, under Files you could create

separate folders for Interviews, Focus Groups and Observations.

Note: You cannot delete or rename the default folders and you cannot create new folders at this level.

Once the data file is imported, you can open it from the List View and see in the Detail View. Any data file by

default opens as ‘read-only’. You can make changes to a document by switching to the Edit Mode. When you

work with a file in edit mode, you can:

• Add, delete and edit the text in documents, memos, externals, audio and video transcripts, and picture

logs

• Apply paragraph styles to documents, memos and externals

• Apply text formatting to documents, memos, externals, audio and video transcripts, and picture logs

• Insert images and tables in documents, memos and externals

You cannot:

▪ Edit images or audio/video media content in NVivo. If you want to edit these materials—for example,

reduce the length of an audio file—you should edit them outside NVivo, before you import them into

your project.

▪ Switch to edit mode when you are working in a dataset. You cannot edit datasets in NVivo, so it is

important to gather all the data you need before you import the data into NVivo.

Import electronic text documents

For most researchers, at least some of their data comprises textual documents derived from interviews, focus

groups, observations, field notes, survey responses, policy documents etc. You can import files in the following

formats into NVivo:

• Microsoft Word (.doc)

• Adobe Portable Document Format (.pdf)

• Rich Text

• Format (.rtf)

• Text (.txt).

Before you start qualitative analyses with NVivo, you have to prepare your data. First, you have to ensure that

your data is in text-based, electronic format. So, if you are performing a content analysis of paper-based texts such

as policy documents, you may need to use a scanner with optical character recognition (OCR) software to

transform the documents to electronic format.

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You should save each piece of qualitative information (interview or focus group transcript, observation notes, or

paper-based document) as a separate file. Each file should be given a name that allows you quickly identify its

content.

If you have structured documents—such as interviews, where participants are all asked the same set of

questions—format them using consistent paragraph styles to support auto coding. You can do the formatting in

Microsoft Word before you import, or in NVivo after import.

To import electronic text documents:

1. In Navigation View, click the Files folder (or a subfolder under it) to locate the destination for imported

files.

2. On the Import tab of the ribbon, in the Data group, click Files. The Import Files dialog box opens.

3. In the Import from box, click the Browse button, select the file you want to import and

4. Click Open.

5. Click OK.

To import multiple data files simultaneously, choose multiple consecutive files in the Browse window by keeping

Shift key pressed and selecting the first and the last file of the group. If you want to select multiple non-

consecutive files, keep Control key pressed and select the files with your mouse.

Note: Some elements of Word documents are not imported. For example, headers and footers in Word documents

are not imported.

Task 2.

• On the Import tab of the ribbon, in the Data group, click Files. The Import Files dialog box opens.

• In the Import from box, click the Browse button, select all files in Microsoft Word and PDF format

from the workshop folder (you can select multiple files by keeping the Shift button pressed) and click

Open.

• Click OK.

Create new data files

It is not necessary to have your data files prepared before importing to NVivo. You can create a new document or

transcript directly in NVivo. As well, you can create a new External or Memo.

To create a new document in NVivo:

1. In Navigation View, click the folder for the new document.

2. On the Create tab, in the Data group, select Document. The New Document dialog box opens.

3. Enter a name for the document, and, optionally, a description.

4. Click OK. The document will open in edit mode and you can enter the content.

Similarly, you can create a new external data source or a memo by selecting a corresponding option from the

Create group.

Task 3.

• On the Create tab, in the Data group, select Document. The New Document dialog box opens.

• Enter a name for the document Questions for NVivo Part I workshop.

• Click OK. The document will open in edit mode and you can enter the content.

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Create folders

When all your data files are imported to your NVivo project, you might want to organize them by groups – for

example, by the type of the document (interview transcripts, audio and video files) or by site (Toronto, Vancouver,

Ottawa).

Let’s say you’ve decided to organize your documents by type. The documents that you just imported to your new

NVivo project can be categorized into two groups: Text Documents and Articles. The first step in organizing your

data is to create two folders for these groups of documents, and the second step is to move each document to a

corresponding folder.

To create a folder:

1. On the Create tab, in the Folder group, choose Folder. This will open New Folder dialog window.

2. Enter the name of the folder and description (optionally), and click OK.

Repeat these steps to create all folders for your project. Once these folders are created, you will see them in the

Navigation View for Data nested within Files. Move each file to a corresponding folder by clicking on it and

dragging and dropping. After you finish this step, click on each of the folders and verify that it contains the

documents that fit into the category specified by the Folder name.

Task 4.

• On the Create tab, in the Folder group, choose Folder. This will open New Folder dialog

window.

• Enter Interviews as the name of the folder and click OK.

• In the same way create folders titled Focus Groups, Articles, and Project Documentation.

• Move all the files that you’ve imported earlier to their corresponding folders. You can do it either

by drag-and-dropping or by cut-and-pasting (either by using Cut and Paste tools in the Home tab

of the ribbon, or by using CTRL+X and CTRL+V hot keys).

TIP: The folders are organized alphabetically; therefore, your Project Documentation folder might be placed

between folders containing your data. If you find it inconvenient, you might want to rename this folder into

_Project Documentation – it will appear as a first folder in your documents.

Recording Your Insights and Ideas

How to

• Create annotations

• Create memos

• Create linked memos

• Create “See also” links

•

Some of the most important research material comes from your own thought process as you work with your data.

These ideas and comments are often recorded in notebooks or jotted down in the margins of documents. You may

also collect observation notes about the person you are interviewing which is important to keep together with your

data. In NVivo you can use annotations and memos to document your spontaneous thoughts, ideas related to the

research, reflections on the project etc.

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Create annotations

Your first reading of a document should be rapid, but purposeful, directed but not bound by your research

questions. The idea is to get a sense of the whole, so that as you begin to identify specific points or issues in the

data, you will see those in the context of that whole. Make notes about what you think this document is telling

you, reflect on a word or phrase, and record your ideas. As you read a document, you might want to annotate

words or phrases in the text. Annotations in NVivo work rather like a comments field or a footnote in Word, they

are useful for notes about a particular segment of the text. Like scribbled notes in the margin, annotations let you

record comments, reminders or observations about specific content in a data file or node. Annotated content in

NVivo files is highlighted in blue and the text of the annotation is displayed in the Annotations tab at the bottom

of the window.

Type of content you can annotate in different types of files:

Text: single letter, word, sentence, passage, entire file, embedded image or table content

Survey dataset: codable fields (columns)

Audio and video: a section of the media via the timeline, or text in the Content column of a transcript (if

you have one)

Image: a region of the picture, or text in the Content column of the picture log (if you have one)

To add an annotation to a file:

1. Open the file.

1. Select content you want to annotate (to add an annotation to audio or video timeline, click and drag to

select the required timespan on the timeline).

2. On the Document tab, in the Annotations section select New Annotation.

3. An empty field will open on the bottom of the screen. You can write your notes in it.

The annotated text will become highlighted in blue. Later, you can make the field with annotations invisible by

unselecting Annotation option in the View section of the Document tab.

Task 5.

We are going to practice this tool with the transcript of the interview with Fredric.

• Open the document Fredric in the Interviews folder of the Files.

• Select the first sentence Well, five days of the week are real work.

• On the Document tab, click on the New Annotation.

• An empty field will open on the bottom of the screen. Write This is a very interesting choice of words,

obviously volunteering is still considered "work" but not "real" work. Where is this distinction?

• Select the last sentence in Fredric’s answer to Q5a: But you know, I think that’s more a self-indulgent

thing, a chance to travel, and maybe your parents put in some of the costs because they see it as

Developing You.

• On the Document tab, click on the New Annotation.

• An empty field will open on the bottom of the screen. Write This is said very ironically and he laughs.

Create memos

Memos are a type of document that enable you to record the ideas, insights, interpretations or growing

understanding of the material in your project. They provide a way to keep your analysis separate from (but linked

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to) the material you are analyzing. Memos can evolve into an important part of the 'writing up' stage of your

project—for example, they might lead into the chapters of a book or the outline of a presentation.

You can use memos to suit the needs of your project. For example, you can choose to

• Create memos for data files—capturing any issues, comments or insights that arise.

• Create memos for nodes—describing the significance of the node and the patterns or ideas that emerge

from the references.

• Create 'unlinked' memos to store other information about your project such as research objectives or

project progress.

If you have existing memos (perhaps as Word documents or PDFs) you can import memos into the Memos folder.

You can create sub folders under the Memos folder to organise your memos.

Memos can be automatically created when you import bibliographical data from reference management tools and

are used to store reference notes.

If you want to use your memos when you write up or present your findings, you can export your memos and

incorporate the content into your report or presentation.

To create a memo:

1. Select Memos default folder within the Notes area in the Navigation view.

2. On the Create tab of the ribbon in the Notes section choose Memo.

3. Name the memo, provide the Description if you wish, and click OK.

4. Double-click to open it in Detail View for adding text.

5. Make use of the editing tools (fonts, colours, heading styles etc.) available through the formatting bar as

you add your thoughts to the journal.

Task 6.

• Select Memos default folder within the Notes area in the Navigation view.

• On the Create tab of the ribbon in the Notes section choose Memo.

• Name the memo Definition of volunteering and click OK.

• Double-click to open it in Detail View for adding text.

• Type the following

The New Thesaurus, Third Edition 1995:

“volunteer”

NOUN: Someone who offers his or her services freely.

VERB: To put before another for acceptance: extend, offer, present, proffer, tender.

Idioms: come forward with, lay at someone's feet, lay before.

Create linked memo

When you want to comment on the issues that arise from a data file or node, you can link to an existing memo or

to a new memo—for example, while inspecting the content gathered at a node you can create and link to a memo

that describes the patterns or ideas that are emerging.

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Each data file in NVivo can optionally be assigned one primary memo, that is, a linked document for

recording additional observations, reflections and other materials related to that item of data. Linked

memos are also available for nodes.

To create a linked memo:

1. Select the data file or node in List View.

2. On the Home tab of the ribbon in the Item group, select Memo Link → Link to New Memo.

3. Give a name and description to the memo and click OK.

4. Once created, memos can be accessed by right-clicking on the mouse and selecting Memo Link → Open

Linked Memo.

You can also link an existing memo to a file by selecting Link to Existing Memo in step 2.

Task 7.

• Select the document Bernadette in the Interviews folder of the Files in List View.

• On the Home tab of the ribbon in the Item group, select Memo Link → Link to New Memo.

• Name the memo Context of Bernadette’s interview and click OK.

• Once created, memo can be accessed by right-clicking on the mouse and selecting Memo Link →

Open Linked Memo.

• Type the following text in the memo: Bernadette's interview took place shortly after she had an

unpleasant conversation with one of the volunteer supervisers. It is quite interesting that she can still

talk about the overall volunteering experience very positively. This might speak to her motivations

for volunteering and also what she feels is most important about her volunteering - the outcome

rather than the process.

Links in Different Types of Data

(See Also Links and Hyperlinks)

How to:

• Create see also links within NVivo project

• Create hyperlinks to external data sources

Create see also links within NVivo project

Memos that are more thematic in content and refer to more than one project item can be linked via ‘see also

links’. See also links can connect to more than one item and several links can be created within one project item.

They can be created from text in documents, externals, memos, transcripts and picture logs, as well as audio files,

videos or pictures.

You can use 'see also' links to draw connections between items in your project. For example, you can use 'see

also' links to point out contradictions, follow evidence or show a sequence of events. The content you link from is

highlighted in red and the link is displayed in the See Also tab at the bottom of Detail View.

You can link the content in a data file or a node to

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▪ an entire project item such as a document or a map:

▪ part of another data file such as a selected paragraph or picture region

▪ another part of the same data file

To create a 'see also' link to an existing document:

1. Select the content you want to link from.

2. On the Document tab, in the Links group, click See Also Link, and then click New See Also Link. The

New See Also Link dialog box opens.

3. Click the Select button. The Select Project Item dialog box opens.

4. On the left, locate and select the folder that contains the file you want to link to.

5. On the right, select the file you want to link to.

6. Click OK to close the Select Project Item dialog box.

7. Click OK.

Task 8.

• Click on Files in the Navigation View, then select Interviews folder.

• Open the document named Anna.

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• In Q7 of this document select the following text Interviewer: show Images of Volunteers card

• On the Document tab, in the Links group, click See Also Link, and then click New See Also Link.

The New See Also Link dialog box opens.

• Click the Select button. The Select Project Item dialog box opens.

• On the left, click on ‘+’ next to Files and select the Project documentation folder.

• On the right, select the Images of Volunteers file.

• Click OK to close the Select Project Item dialog box.

• Click OK.

To create a 'see also' link to specific content:

You can use the Copy and Paste As See Also Link commands to link to specific content in a file. For example,

you could link a paragraph in a document to a region of a picture.

Note: You can also use the Copy and Paste as See Also Link commands to link to content in the same data

source.

Task 9.

• Click on Files in the Navigation View, then select Interviews folder.

• Open the document named Fredric.

• In Q5a of this document select the last paragraph: I don’t know anyone who has gone overseas to do

volunteer work. But you know, I think that’s more a self-indulgent thing, a chance to travel, and

maybe your parents put in some of the costs because they see it as Developing You.

• On the Home tab, in the Clipboard group, click Copy.

• Select the last paragraph in Q4: If you mean full-time volunteer work, you know, going overseas for a

while, I don’t think so. I’ve just got too many commitments here, work and so on.

• On the Home tab, in the Clipboard group, click the arrow below Paste, and then click Paste As See

Also Link.

Task 10.

• Click on Files in the Navigation View, then select Interviews.

• Open the document named Fredric. Read Fredric’s responses to Q7a and Q7b. Notice, that he shows

no skepticism about Ross being motivated by exotic travel, but Louise was.

• Select this fragment of Fredric’s interview.

• On the Document tab, in the Links group, click See Also Link, and then click New See Also Link.

The New See Also Link dialog box opens.

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• From the Option list, select Memo as the type of item you want to create.

• Name this memo ‘Double Standards’ and click OK. Type in the new memo the following text: It

seems that women are more seen as volunteering just for the social contacts and men are more likely

to be seen as being really useful? For example, Fredric shows no skepticism about Ross being

motivated by exotic travel, but Louise was.

Create hyperlinks to external data files You can use hyperlinks in text-based data sources to link to web pages or files outside of your project.

Hyperlinks are displayed with a blue underline.

Note:

▪ You can only add hyperlinks to documents, memos or externals.

▪ You cannot code, annotate or query web pages and files outside of your project. It may be better to create

an external to represent the web page or file and paraphrase or make notes about the content. You can

then code or annotate this material and link to the web page or file from the external.

To add a hyperlink:

1. Open the data file — you can only create hyperlinks in documents, memos and externals.

2. Make sure you are in edit mode!

3. Select the text you want to link from.

4. On the Edit tab, in the Editing group, click Hyperlink, and then click New Hyperlink. The New

Hyperlink dialog box opens.

5. Enter the required website address or click the Browse button to locate a file.

6. Click OK.

Note: Hyperlinks are broken when the destination file is moved, renamed or deleted. If the link occurs in many

data sources, it is recommended that you create one external to represent the website or file and link to the

external from your data—this way if a hyperlink becomes invalid, you need only update it in one location.

Nodes and Coding

How to:

• Create nodes

• Code content for different types of data

• Manual coding of data

• Auto coding structured content

'Coding' your data files is a way of gathering all the references to a specific topic, theme, person or other

entity. Before you begin coding your data, you should familiarize yourself with the concept of a node. This is the

term used by NVivo to represent a code, theme, or idea about your data that you want to include in your project.

You can code all types of data and bring the references together in a single 'node'. You can code manually within

a data file or do some fast coding using the auto code and query-based coding features.

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The way you approach the analysis of your data can depend on the

• Methodology you are using (if any)

• Amount and type of data you have

• Time available

NVivo does not prescribe an approach but provides the tools to let you work the way that suits you best. For

example, if you have many data sources or you have large dataset files—make the most of NVivo's auto coding

and query-based coding features. If you have a smaller number of data sources that require close analysis — take

advantage of the easy-to-use manual coding tools.

Create nodes

You can create a node structure and then code your material at the 'ready-made' nodes or you can create nodes as

you work through your data.

To create a free standing node:

1. Select Nodes toolbox in Navigation View.

2. Click on Create tab.

3. Select Node option – a new window will pop up.

4. Type in the name of the node and click OK.

To create a branch of the tree node:

1. Select the node (top of the tree) in List View.

2. Click on Create tab.

3. Select Node option – a new window will pop up.

4. Type in the name of the node and click OK.

Task 11.

Using the instructions above, create the following nodes:

Meanings of volunteer work

o Chosen not required

o Community work

o Giving your time

o Not real work

o Unpaid

Time

Motivation

Code content for different types of data

In text-based data files you can select and code:

• Text—single letter, a few words, a whole passage or the entire data source

• Images

• Text and images in tables

In audio and video files you can code:

• A section of the media via the timeline

• Text in the Content field (column) of a transcript (if you have one)

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NOTE: You cannot code text inside custom fields (columns), but you can use custom fields to auto code the

whole transcript.

In picture files you can code:

• A region of the picture

• Text in the Content column of the picture log (if you have one)

• The entire picture •

In survey datasets you can select and code:

• The entire data source—all content in codable fields is coded.

• Text in codable fields (columns)—a single word, a phrase, or a whole cell.

• A file shortcut

• An entire row—all content in codable fields within the row is coded.

You can identify codable fields by color — codable fields have a white background. You can code in Table View

or in Form View.

NOTE: If you code a data file shortcut, the entire file (the file referenced in the shortcut) is coded.

During import, you can choose which fields will be imported as codable fields.

Manual coding of data

While working with a data source you can select content and then code it in a new or existing nodes.

NVivo provides the following ways to manually code your data:

• Select and code content using the options on the Home tab of the NVivo ribbon.

• Drag and drop selected content in a node in List View. You can customize your workspace to make the

most of drag and drop coding—list the nodes on the left and display your data source on the right:

• In Vivo code to make a new node from selected words or phrases.

• Quick code using nicknames for common nodes—for example desalination could have the nickname

desal. You select the content you want to code and enter or select the nickname.

To start coding a data source, click on Files in the Navigation View and select the data file you want to work

with. Now you are ready to start coding. You probably have a document (or documents) open in Detail View

with the list of tree nodes above.

To use Drag and Drop coding you have to have a list of nodes to drag and drop your text to! Read the text,

highlight the text selection that can be coded into a specific node, highlight it, then drag the text and drop it on the

node you wish.

Task 12.

• Open the document titled Anna.

• On the View tab, in the Workspace group, click on the pull-down menu under Detail View and

choose Right. Click on the Nodes in the Navigation View. This will organize your space in a more

efficient way for coding.

• Start reading the document and select content you want to code. On the Document tab, in

the Coding group, click Code. In the dialog box choose relevant node or nodes and click OK.

• If you want to code into a new node, under Code click on the New Node. In the dialog box enter a

name for the node and click OK.

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• Continue coding until you reach the end of the document.

Auto coding structured content

If you have applied heading styles in your text based file you can use them to automatically code the content. For

example—if you have a collection of question/answer interview documents, you could auto code to create a node

for each question (based on heading 1 and heading 2 styles) and code all respondent answers at the nodes.

NOTE: You can apply heading styles in Word before you import the data files, or you can apply them in NVivo.

To auto code using paragraph styles:

1. In List View, select the text based data files you want to auto code.

2. On the Home tab, in the Coding group, click Auto Code. The Auto Code dialog box opens.

3. From the Code by list, select Paragraph Style, click Next.

4. From the Available paragraph styles list, select the styles you want to use for coding.

5. Click the right arrow button >> to add the styles to the Selected paragraph styles list.

NOTE: A node is automatically created for each paragraph that is formatted in the selected style, and the

text under the style is auto coded at the node. The order of the styles in the list determines how they are

nested in the node hierarchy—the first style is the parent of the second and so on.

6. Under Code at Nodes, select where you want to store the newly created nodes.

7. Choose:

a. Existing Node to store the created nodes under an existing node—click Select to display the

Select Project Items dialog box, then select the node, and then click OK to close the dialog box.

b. New Node to store the created nodes under a new node—click Select to display the Select

Location dialog box, then select the location (for example, a folder or a node), and then click OK

to close the dialog box. Enter a name for the new node.

8. Click Finish.

NOTE: If a heading contains reserved characters such as ( \ / : * ? " < > | they are replaced by a tilde symbol

(~) in the newly created node name.

Monitoring the Coding Process and Analyzing the Nodes

How to:

• Highlight coding

• Show and work with coding stripes

Highlight coding

When working with data sources and nodes in Detail View, you can highlight the content that has been coded at

selected nodes, as well as the content at cases with selected attribute values, and the content coded by selected

users. Highlighted content is displayed with a yellow background.

To highlight coding for selected nodes, click on the Document tab on the ribbon, select Highlight and click the

Coding Selected Items option. In the Select Project Items dialog, click the checkbox for the required nodes and

then click OK.

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Show and work with coding stripes

Coding stripes are coloured bars that enable you to see the:

• Nodes that code content

• Attributes of content coded at a case

• Coding by specific NVivo users (useful when you are working in a team).

To show coding stripes, select Coding Stripes option in the Document tab of the ribbon. There are a number of

different display options. The default number of coding stripes displayed is seven. You can increase this number

up to 200 stripes via the Application Options. Select the File > Options tab. Click the Display tab. Then, at the

coding stripes panel, change the maximum number of stripes to your preference.

Working with Your Nodes

How to:

• Open and view the content of nodes in various ways

• Uncode and ‘code on’

• Move, sort and merge nodes

• Export a node

Open and view the content of nodes in various ways

Once you have coded data at your nodes, you can look at the contents of any node and continue working with your

data. To open a node, double-click on it in the List View. There are a series of tabs on the right-hand side of the

node. By default the node opens showing all references. You can also choose to view the summary which lists all

the files coded at the node. Also, depending on which type of data file the coding is from, a Text, Picture, Audio

or Video tab is available – click each tab to view the content in that format.

When you open a node, it’s a ‘live’ node which references back to the data file. If you make a change to the data

file such as changing the colour of the font, the node is immediately updated.

The node Reference view looks very much like the data source Detail View. The text represents the coding that

has been done at this node. It may include content from a document, external, memo, transcript or picture log, or it

may include content from a region of a picture or media timeline.

Uncode and ‘code on’

There may be times when you have coded text selection, a media timeline or a region of a picture that needs to be

uncoded. The same process applies for uncoding content from any data file or a node.

To uncode a selection of content from a node:

1. Open the node and click on the Node tab, then select the piece that you wish to uncode.

2. Choose Uncode from This Node option.

You can also do further coding, known as ‘coding on’ by selecting text in a node and coding to other nodes, or by

selecting a section of a coded timeline in a media file or region of a picture.

Move, sort and merge nodes

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Using software to conduct your research gives you the flexibility to shape your data and project. At some point,

you may need to reorganize your nodes. You may want to move free nodes into tree nodes, move a tree node

down the hierarchy, merge some nodes that have the same meaning or rename a node. Before rearranging your

nodes, save your project and if you do make a mistake, remember the undo button is available from the Main

toolbar.

To move a free node(s) into a tree node:

1. Select a free node(s), right-click on the mouse and click Cut.

2. Select the tree node that you want to move the free node to, right-click on the mouse

and click Paste, and then Yes.

To move a branch from the tree node into a free node format:

1. Select a free node, right-click on the mouse and click Cut.

2. Select the Nodes in the Navigation View, right-click on the mouse and click Paste,

and then Yes.

To merge nodes:

1. Select the required node, right-click and choose Cut.

2. Select the target node, right-click and choose Merge into Selected Node.

3. Select the options you wish from the Merge into Node dialog and click OK.

Note: There is no indication in the target node that coding was merged from another node. If

this important for your research, add a note to a memo or journal document.

To rename a node:

1. Select the node, right-click and select properties.

2. Change the name and/or description of the node.

3. Click OK.

Export nodes

Export a node summary

You can export a table of all the data files that have been coded at a node, including information about the number

of references and percentage of coding. You can export this summary in the following formats:

• Microsoft Excel Worksheet (.xlsx, .xls)

• Plain text (.txt)

• Microsoft Word (.docx, .doc)

• Rich text (.rtf)

• Adobe PDF (.pdf)

To export a node summary:

1. In List View, select the node you want to export.

2. On the Share tab, in the Export group, click Export. The Export Options dialog box opens.

3. From the Export list, select Summary View.

4. To display the exported node after exporting, select the Open on Export check box.

5. Click OK. The Save As dialog box opens.

6. The exported file is saved to your default location for exported files, you can choose a different location if

necessary.

7. In the File name box, review the name that NVivo proposes for the exported file, and change it if necessary.

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8. In the Save as type box, choose the file format for the exported file.

9. Click Save.

NOTE: If you export a parent node with node aggregation turned on, the exported node includes content coded at

the parent and content coded at all of the child nodes.

Task 13.

• In List View, select the node Time.

• On the Share tab, in the Export group, click Export. The Export Options dialog box opens.

• From the Export list, select Summary View.

• To display the exported node after exporting, select the Open on Export check box.

• Click OK.

Export the references in a node

You can export all the references in a node (including text content and information about the media content). You

can export the references in the following formats:

• Plain text (.txt)

• Microsoft Word (.docx, .doc)

• Rich text (.rtf)

• Adobe PDF (.pdf)

To export the references in a node:

1. In List View, select the node you want to export.

2. On the Share tab, in the Export group, click Export. The Export Options dialog box opens.

3. From the Export list, select Reference View.

4. Select the required options.

5. To display the exported node after exporting, select the Open on Export check box.

6. Click OK. The Save As dialog box opens.

7. The exported file is saved to your default location for exported files, you can choose a different location if

necessary.

8. In the File name box, review the name that NVivo proposes for the exported file, and change it if

necessary.

9. In the Save as type box, choose the file format for the exported file.

10. Click Save.

Task 14.

• In List View, select the node Time.

• On the Share tab, in the Export group, click Export. The Export Options dialog box opens.

• From the Export list, select Reference View.

• To display the exported node after exporting, select the Open on Export check box.

• Click OK.

Export all node content as HTML web pages (including audio and video)

You can export the entire content of a node to make a 'mini website'—this is a great way to share your findings

(including audio and video clips) with colleagues who don't have NVivo:

1. In List View, select the node you want to export.

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2. On the Share tab, in the Export group, click Export. The Export Options dialog box opens.

3. From the Export list, select Entire Content.

4. Select the required options.

5. To see the exported HTML pages, select the Open on Export check box.

6. Click OK.

NOTE:

• The node is exported as a series of web pages that are stored in your 'My Documents' folder. The 'home'

page has the same name as the exported node (for example, adapting to climate change.htm). You can

open this file to access the 'mini website'.

• If you want to move the web pages, make sure you copy all the .HTM files to the new location.

• If you export a parent node with node aggregation turned on, the exported node includes content coded at

the parent and content coded at all of the child nodes.

Task 15.

• In List View, select the node Time.

• On the Share tab, in the Export group, click Export. The Export Options dialog box opens.

• From the Export list, select Entire Content.

• To display the exported node after exporting, select the Open on Export check box.

• Click OK.

Export the node hierarchy

You can export the node structure as it appears in List View—click the plus or minus symbols to expand or

collapse the hierarchy as required.

You can export the node list in the following formats:

• Microsoft Excel Worksheet (.xlsx, .xls)

• Plain text (.txt)

• Microsoft Word (.docx, .doc)

• Rich text (.rtf)

• Adobe PDF (.pdf)

1. In List View, select the node you want to export.

2. On the Data tab, in the Export group, click Export List. The Save As dialog box opens.

3. The exported file is saved to your default location for exported files, you can choose a different location if

necessary.

4. In the File name box, review the name that NVivo proposes for the exported file, and change it if

necessary.

5. In the Save as type box, choose the file format for the exported file.

6. Click Save.

Task 16.

• On the Share tab, in the Export group, click Export List. The Save As dialog box opens.

• Choose a name and location for the exported file.

• Click OK.

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Additional Learning Resources

1. NVivo Getting Started Resources: http://www.qsrinternational.com/learning/Getting-Started 2. NVivo Online Help: http://www.qsrinternational.com/Free-NVivo-Resources/Online-Help

3. NVivo Tutorials: http://www.qsrinternational.com/Free-NVivo-Resources/Tutorials

4. NVivo Knowledge Center: http://www.qsrinternational.com/Free-NVivo-Resources/Knowledge-

Center

5. Free NVivo Webinars: http://www.qsrinternational.com/learning/Free-NVivo-Webinars/listing

6. NVivo Training: http://www.qsrinternational.com/NVivo-Training